HARTFORD FINANCIAL Overview
Hartford Financial Management Inc. is an investment advisor that manages 757.5 MM dollars in regulatory AUM and has 10 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/05 to 09/30/19. The fund's latest filing disclosed 300MM in positions, representing 40% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 09/30/19. The fund's latest filing disclosed 300MM in positions, representing 40% of the manager's regulatory AUM.
HARTFORD FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HARTFORD FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| JPM | 3.03% | Financials | 17.82% | 0.19% | 0 | 39% | ||
| FLRN | 2.92% | ETF | 0.95% | -0.09% | 0 | 2% | ||
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FEATURED IN
HARTFORD FINANCIAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Rafael D. Quiros | President | October-1988 |
| Ann E. Cohen | Chief Compliance Officer, Treasurer | September-2004 |
HARTFORD FINANCIAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
HARTFORD FINANCIAL Investment Strategy
ITEM 8 ANALYSIS METHOD, INVESTMENT STRATEGIES, RISK of
LOSS
Investing in securities using any strategy or analysis, whether on one’s own or with the guidance of an investment adviser, involves risk of different types. The types include the risk of loss of principal, loss of the original money or assets put into the investment, among others. Clients should be prepared to bear the risk of loss when investing, regardless of the type of investment program or types of securities purchased.
In its investment advisory role, Hartford Financial Management, Inc. aims to gather information from each client about the client’s risk tolerance and ability to absorb risk, as well as the client’s financial resources and goals. We use the information supplied to guide our planning and investment choices for the client. We urge the client to keep us abreast of any changes in those characteristics. We also urge the client to make us aware of other investment...
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LOSS
Investing in securities using any strategy or analysis, whether on one’s own or with the guidance of an investment adviser, involves risk of different types. The types include the risk of loss of principal, loss of the original money or assets put into the investment, among others. Clients should be prepared to bear the risk of loss when investing, regardless of the type of investment program or types of securities purchased.
In its investment advisory role, Hartford Financial Management, Inc. aims to gather information from each client about the client’s risk tolerance and ability to absorb risk, as well as the client’s financial resources and goals. We use the information supplied to guide our planning and investment choices for the client. We urge the client to keep us abreast of any changes in those characteristics. We also urge the client to make us aware of other investment...
Unlock Full Investment Process Description
HARTFORD FINANCIAL Portfolio Concentration
HARTFORD FINANCIAL Location
ONE CONSTITUTION PLAZA, 9TH FLOOR
HARTFORD, Connecticut
UNITED STATES, 06103
HARTFORD, Connecticut
UNITED STATES, 06103
HARTFORD FINANCIAL Contact Information
Phone Number: 860-241-0028
Fax Number: 888-307-6981
Website: http://www.hfmonline.com
Fax Number: 888-307-6981
Website: http://www.hfmonline.com
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